Planned Solutions, Inc. Purchases in Q3 2024

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
2.13K
+ 0.62%
$65.36 - $71.76 $139K - $153K
345K $24.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.59K
+ 1.8%
$113.41 - $125.62 $294K - $326K
147K $18.4M
AAPL
Apple Inc.

Technology
3.47K
+ 20.83%
$207.23 - $234.82 $720K - $815K
20.1K $4.69M
VEA
Vanguard Ftse Developed Market

ETFs
4.38K
+ 2.21%
$47.6 - $53.31 $209K - $234K
202K $10.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.07K
+ 2.64%
$74.26 - $78.84 $302K - $321K
158K $12.4M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
3.83K
+ 1.56%
$39.66 - $43.57 $152K - $167K
249K $10.9M
JPIE
J P Morgan Exchange Traded Fd
11.4K
+ 3.78%
$45.17 - $46.39 $515K - $529K
313K $14.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5K
+ 4.45%
$46.9 - $51.96 $234K - $260K
117K $6.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.96K
New
$100.3 - $100.74 $598K - $601K
5.96K $600K
IEFA
Ishares Tr

ETFs
303
+ 0.35%
$70.09 - $78.74 $21.2K - $23.9K
87.3K $6.81M
MSFT
Microsoft Corp

Technology
1.01K
+ 29.5%
$395.15 - $467.56 $400K - $473K
4.44K $1.91M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.9K
+ 12.03%
$59.93 - $66.52 $234K - $259K
36.3K $2.42M
PSA
Public Storage

Real Estate
947
New
$283.13 - $365.01 $268K - $346K
947 $344K
RPV
Invesco Exchange Traded Fd Tr

ETFs
905
+ 2.03%
$82.04 - $89.49 $74.2K - $81K
45.4K $4.04M
GILD
Gilead Sciences, Inc.

Healthcare
3.16K
New
$66.59 - $83.99 $210K - $265K
3.16K $264K
TSLA
Tesla, Inc.

Consumer Cyclical
1K
New
$191.76 - $263.26 $192K - $264K
1K $262K
CINF
Cincinnati Financial Corp

Financial Services
1.91K
New
$115.7 - $138.2 $221K - $264K
1.91K $259K
CB
Chubb LTD

Financial Services
893
New
$252.51 - $292.2 $225K - $261K
893 $257K
RF
Regions Financial Corp

Financial Services
10.1K
New
$19.51 - $23.42 $197K - $236K
10.1K $235K
QQQ
Invesco Qqq Trust, Series 1

ETFs
124
+ 0.68%
$434.77 - $502.96 $53.9K - $62.4K
18.3K $8.93M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.44K
New
$109.16 - $155.35 $158K - $224K
1.44K $223K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.32K
New
$50.52 - $50.95 $218K - $220K
4.32K $219K
DUK
Duke Energy Corp

Utilities
1.85K
New
$99.35 - $117.71 $184K - $218K
1.85K $213K
JNJ
Johnson & Johnson

Healthcare
967
+ 28.42%
$145.48 - $167.38 $141K - $162K
4.37K $708K
BHP
Bhp Group LTD

Basic Materials
3.37K
New
$51.32 - $62.11 $173K - $209K
3.37K $209K
O
Realty Income Corp

Real Estate
3.25K
New
$52.36 - $63.42 $170K - $206K
3.25K $205K
MA
Mastercard Inc

Financial Services
414
New
$429.6 - $500.99 $178K - $207K
414 $204K
EVR
Evercore Inc.

Financial Services
800
New
$211.0 - $258.67 $169K - $207K
800 $202K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.7K
New
$98.71 - $117.61 $167K - $199K
1.7K $199K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.84K
New
$49.93 - $51.15 $191K - $196K
3.84K $196K
TM
Toyota Motor Corp

Consumer Cyclical
1.1K
New
$167.18 - $207.59 $184K - $228K
1.1K $196K
MTH
Meritage Homes Corp

Consumer Cyclical
945
New
$152.23 - $213.69 $144K - $202K
945 $193K
VOT
Vanguard Mid Cap Growth Index

ETFs
793
New
$218.05 - $243.47 $173K - $193K
793 $193K
FAST
Fastenal CO

Industrials
2.7K
New
$62.09 - $71.83 $168K - $194K
2.7K $192K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
990
New
$162.45 - $195.17 $161K - $193K
990 $189K
IBM
International Business Machines Corp

Technology
29
+ 0.78%
$175.1 - $223.38 $5.08K - $6.48K
3.77K $832K
CMF
Ishares California Muni Bond E

ETFs
3.2K
New
$56.65 - $58.17 $181K - $186K
3.2K $185K
SYF
Synchrony Financial

Financial Services
3.69K
New
$43.77 - $52.22 $162K - $193K
3.69K $184K
LRGF
Ishares Tr

ETFs
2.28K
+ 14.5%
$52.89 - $58.77 $120K - $134K
18K $1.06M
EOG
Eog Resources Inc

Energy
1.47K
New
$117.9 - $132.65 $173K - $195K
1.47K $180K
BX
Blackstone Inc.

Financial Services
1.17K
New
$120.77 - $159.66 $141K - $186K
1.17K $178K
WFC
Wells Fargo & Company

Financial Services
3.14K
New
$51.58 - $60.97 $162K - $192K
3.14K $177K
PEG
Public Service Enterprise Group Inc

Utilities
1.98K
New
$73.58 - $89.21 $145K - $176K
1.98K $176K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.76K
+ 11.88%
$36.98 - $41.55 $102K - $115K
26K $1.07M
ITB
Ishares Tr

ETFs
1.37K
New
$97.52 - $128.64 $134K - $176K
1.37K $174K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.57K
New
$99.14 - $109.18 $156K - $171K
1.57K $171K
VLO
Valero Energy Corp

Energy
1.27K
New
$132.81 - $163.48 $169K - $207K
1.27K $171K
SHEL
Shell PLC

Energy
2.57K
New
$65.65 - $73.28 $168K - $188K
2.57K $169K
QCOM
Qualcomm Inc

Technology
985
New
$156.12 - $209.64 $154K - $206K
985 $167K
Activity Summary
Buys All Purchases 617 New Holdings 559 Increased Positions 58 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email